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Modules — ERP Overview

This page gives a high-level overview of the ERP modules covered in this documentation and how they fit into typical business processes. Use these links to jump to module-specific docs and configuration guides.

Key modules (ERP-focused)

  • CRM — Lead management, opportunities, field visits and quotations.
  • Sales — Quotations, sales orders, delivery and shipping workflows.
  • Purchase — RFQs, supplier quotations, purchase orders, receipts.
  • Warehouse — Material requests, transfers, gate processes and inventory.
  • Manufacturing — MOs, production planning (PPC), BOMs and work orders.
  • Quality — QC checks, audits, defect logs and non-conformance reports.
  • Finance — Billing, payments, tax and ledger integrations.
  • Reporting & Analytics — Reports, dashboards, and KPI tracking.

Where to find module docs

Each module has its own section in the docs sidebar. Browse the sidebar to find detailed pages for configuration, workflows, and examples.

Need module-specific help?

  • Check the module's pages under the relevant category for step-by-step configuration and usage.
  • If you can't find an answer, raise a support ticket with:
    • A short description of the issue
    • Steps to reproduce
    • Screenshots and relevant logs (if applicable)
Tip: When reporting issues, include tenant/environment, app version, and exact timestamps to help us triage faster.

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